Looking to protect your retirement savings?

Curious about how annuity bonuses work? Come find out about some of the latest information on retirement protection options and ways to potentially

increase your savings by up to

32%-42%

over the next 12 months!

Complimentary Dinner Seminar:
“Retirement Protection & Bonus Options”
February 6th or 7th, 6:00PM at Top Golf:
2021 Top Golf Wy, Fort Myers, FL 33913

we’ll cover some timely information, including…

Benefit Flexibility

How flexibility in your annuity may help with life’s “what ifs”
Lifetime income versus annuity payments – which one is right for you?
2 options for your beneficiaries

Growth Potential

Ways to possibly increase your growth potential
Can you postpone income for more accumulation with an annuity?
Types of indexes: How do they impact benefits?

Annuity Bonuses

Premium bonuses of up to 32%
Up to 50% interest bonuses: how do they work?
Protected Income Value (PIV)

Income Options

Potential income withdrawals as early as after 10 years
How holding off on income or annuity payments may affect your retirement
Flexibility in income amounts

Preparing for Life Changes

Ways to access your money early if you need it
Potential income increase if you need nursing home or other qualified care
Possible inflation-mitigation strategies

Reserve Your Spot Today

This event is a live, complimentary event along with a discussion and information about retirement annuity options and products. Bring your questions and enjoy! Hope to see you there.

(239) 444-5980
Info@RetallickFinancial.com
Headquarters:
9160 Forum Corporate Parkway, Ste. 350
Fort Myers, FL 33905
1990 Main St., Ste. 750
Sarasota, FL 34236
27911 Crown Lake Blvd., Ste. 247
Bonita Springs, FL 34135
1500 East Venice Ave., Ste. 301
Venice, FL 34292

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.